Swaine & Leidel Wealth Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $957 | Buy |
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|
2021
Q3 | $874K | Buy |
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|
2021
Q1 | $957K | Sell |
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|
2020
Q4 | $3.29M | Buy |
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|
2020
Q3 | $2.14M | Sell |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $2.77M | Buy |
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|
2019
Q4 | $3.63M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.91M | Buy |
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|
2018
Q4 | $1.44M | Buy |
|